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Client Resources

 

Business Resources

Tax Dates

2019 Individual Tax Deadlines

2019 Business Tax Deadlines: Corporations & partnerships.

Internal Revenue Service

Refund Status Information Needed

  1. Social Security Number
  2. Filing Status
  3. Amount of your refund

Pay Federal Taxes Online

  1. Your personal information, including address, must match the information provided on your tax return to pay online.
  2. Your tax return has to be filed before you can submit payment.

Utah State Taxes

Refund Status Information Needed

  1. Social Security Number
  2. Filing Status
  3. Amount of your refund

Pay Utah Taxes Online

  1. Your personal information, including address, must match the information provided on your tax return to pay online.
  2. Your tax return has to be filed before you can submit payment.

Preferred Accounting Client Forms

Client Information Sheet: All current and new clients will be asked to fill out this form for personal and business tax.

General Tax Questionnaire: Use this questionnaire to help you know what information you should provide to our tax preparers.

Health Insurance Mandate Questionnaire: The 2018 tax year is the last year we need to verify you and your family were covered by health insurance.

Document Checklists

Gathering tax documents can be overwhelming. To ensure you gather all documents needed please use the checklists below. They have been updated to reflect the new tax law.

Personal Tax Document Checklist

Schedule C Tax Document Checklist

Schedule E Tax Document Checklist

Business Tax Document Checklist

Other Resources

Social Security Administration:  To learn about retirement, disability, and more regarding social security.